How to Personalize Your Checklists

We’re excited to introduce a powerful new feature that allows Store users to remove non-applicable standards while keeping only those relevant to their specific locations. This customization ensures a more streamlined experience, helping users focus on what truly matters and to increase efficiency.

Important Note:

While this feature gives you the freedom to add or remove checklist items, please note that store-level users cannot create new checklists entirely. These can only be added at the chain level by an account administrator (superusers). This ensures a standardized foundation across the entire organization while still allowing for location-based flexibility and customization.

Step 1: Access the 'Manage' Section

To kick off your customization, simply log in to your account and head to the 'Manage' section located on the left-hand side at the bottom of your dashboard. Once there, click on the 'Checklist' tab to get started on tailoring your checklist.

Step 2: Managing Tasks and Schedules Per Location

Now that you're in the 'Checklist' tab, you'll notice three dots appear on the right side of the checklist name. Click on these dots to reveal the 'Set task on locations' option:

Set Task on Location -

This option offers you full control over which tasks are relevant to your location, giving you the ultimate flexibility to customize your checklist. You can easily assign tasks that apply to your store and remove those that don’t. Simply click on the checkmark below the task you’d like to turn off, and voila, your checklist will be perfectly tailored to your location’s specific needs!

Tasks marked in green (with a checkmark) will be visible, and those marked in red (with an X) will be permanently hidden from the checklist's (Ex: AM/PM) view.

Example: If your store doesn’t have a patio, you can disable any related tasks such as patio cleaning. Similarly, if an item on your menu changes or is no longer offered, you can easily remove any tasks associated with that item from your checklist.

Please note: In order to activate this functionality, the 'write' privilege must be enabled on the store role by one of the account administrators (superusers). Once set, no further action is required.